Institutional Ownership Spdr Portfolio S&P 1500 Compos (SPTM)
This table provides information about the institutional ownership of Spdr Portfolio S&P 1500 Compos (SPTM). We have compiled data on the 603 institutions that hold shares in the stock, with a total of 83.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
8,429,880
shares
|
$559 Million
0.3% of portfolio
|
Q1 2024
Reduced 3.9%
|
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
3,674,085
shares
|
$244 Million
1.92% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
3,279,224
shares
|
$218 Million
1.02% of portfolio
|
Q1 2024
Added 11.67%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
3,003,316
shares
|
$199 Million
1.39% of portfolio
|
Q1 2024
Added 0.09%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
2,791,415
shares
|
$185 Million
0.07% of portfolio
|
Q1 2024
Added 174.77%
|
|
|
Valmark Advisers, Inc.
|
May 03, 2024 Q1 2024 |
2,359,687
shares
|
$157 Million
2.66% of portfolio
|
Q1 2024
Added 3.06%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
2,113,076
shares
|
$140 Million
4.51% of portfolio
|
Q1 2024
Added 1.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
1,946,291
shares
|
$129 Million
0.34% of portfolio
|
Q1 2024
Reduced 56.78%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
1,579,566
shares
|
$105 Million
0.03% of portfolio
|
Q1 2024
Added 136.91%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 15, 2024 Q1 2024 |
1,516,850
shares
|
$101 Million
14.26% of portfolio
|
Q3 2023
Added 0.91%
|
|
|
Professional Financial Advisors, LLC
|
Apr 25, 2024 Q1 2024 |
1,472,501
shares
|
$97.7 Million
27.63% of portfolio
|
Q1 2024
Added 16.0%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 22, 2024 Q1 2024 |
1,463,619
shares
|
$97.1 Million
12.34% of portfolio
|
Q1 2024
Added 0.68%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 10, 2024 Q1 2024 |
1,339,060
shares
|
$88.8 Million
11.09% of portfolio
|
Q1 2024
Added 2.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,276,257
shares
|
$84.7 Million
0.19% of portfolio
|
Q1 2024
Reduced 3.7%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
1,250,690
shares
|
$83 Million
2.8% of portfolio
|
Q1 2024
Added 2.7%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,185,788
shares
|
$78.7 Million
0.01% of portfolio
|
Q1 2024
Added 1.1%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
May 13, 2024 Q1 2024 |
993,069
shares
|
$65.9 Million
8.66% of portfolio
|
Q1 2024
Added 12.36%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 09, 2024 Q1 2024 |
981,855
shares
|
$65.1 Million
8.07% of portfolio
|
Q1 2024
Added 4.49%
|
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
884,590
shares
|
$58.7 Million
0.41% of portfolio
|
Q1 2024
Added 2.6%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
825,971
shares
|
$54.8 Million
12.91% of portfolio
|
Q2 2022
Added 0.21%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 03, 2024 Q1 2024 |
786,504
shares
|
$52.2 Million
34.7% of portfolio
|
Q1 2024
Added 4.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
782,181
shares
|
$51.9 Million
0.0% of portfolio
|
Q1 2024
Added 23.01%
|
|
|
Financial Strategies Group, Inc.
|
Apr 18, 2024 Q1 2024 |
779,256
shares
|
$51.7 Million
13.36% of portfolio
|
Q1 2024
Reduced 12.15%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 13, 2024 Q1 2024 |
767,440
shares
|
$50.9 Million
13.21% of portfolio
|
Q1 2024
Reduced 12.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
723,424
shares
|
$48 Million
0.01% of portfolio
|
Q1 2024
Reduced 32.77%
|
|